WISDOMTREE TR's ticker is NTSX and the CUSIP is 97717Y790. A total of 38 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $231,000 | -25.5% | 6,929 | -9.6% | 0.01% | -11.1% |
| Q1 2022 | $310,000 | -9.1% | 7,662 | -0.5% | 0.01% | -10.0% |
| Q4 2021 | $341,000 | -5.0% | 7,698 | -12.6% | 0.01% | -9.1% |
| Q3 2021 | $359,000 | -60.5% | 8,804 | -60.6% | 0.01% | -59.3% |
| Q2 2021 | $909,000 | +15.2% | 22,360 | +5.9% | 0.03% | +8.0% |
| Q1 2021 | $789,000 | -6.3% | 21,123 | -8.2% | 0.02% | -13.8% |
| Q4 2020 | $842,000 | +163.9% | 23,009 | +140.4% | 0.03% | +123.1% |
| Q3 2020 | $319,000 | – | 9,572 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SYM FINANCIAL Corp | 1,495,878 | $45,744,000 | 22.15% |
| WJ Interests, LLC | 644,706 | $19,715,000 | 17.58% |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5,129,312 | $156,854,000 | 12.12% |
| ACT Advisors, LLC. | 341,117 | $10,431,000 | 7.27% |
| STAPP WEALTH MANAGEMENT, PLLC | 62,831 | $1,921,000 | 5.60% |
| RATIONAL ADVISORS LLC | 1,709,366 | $52,273,000 | 4.12% |
| RHS Financial, LLC | 150,879 | $4,614,000 | 4.10% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 251,161 | $7,680,000 | 3.65% |
| Professional Financial Advisors, LLC | 103,210 | $3,156,000 | 1.95% |
| BlackDiamond Wealth Management, LLC | 29,561 | $960,000 | 1.16% |